Stifel, a financial services company, has reiterated its "Buy" rating for Veeva Systems (VEEV) stock.

Several financial analysts have raised their price targets for various technology and healthcare stocks, including Lam Research, UnitedHealth Group, and Advanced Micro Devices. This reflects optimism about chip equipment spending and multi-year manufacturing investments.

Several financial institutions, including Goldman Sachs, Morgan Stanley, Scotiabank, Roth Capital, Stifel, and TD Cowen, have raised their price targets for various technology stocks. Companies like Dynatrace, IBM, Datadog, ACM Research, Marvell Technology, and Arm Holdings are among those receiving increased price targets.

Morgan Stanley and Stifel have expressed increased confidence in Philip Morris (PM) in anticipation of the ZYN Ultra launch and the expansion of IQOS.

Stifel has increased its target price for Texas Instruments, citing improved momentum within the semiconductor industry as the reason for the upward revision.

Stifel has reaffirmed its 'Buy' rating for Waste Management Inc (WM) stock, providing reasons for its positive outlook.

Stifel has reduced its price target for Donaldson (DCI) after the company tightened its guidance for organic growth.

Stifel, a financial services firm, has reiterated its 'Buy' rating for Astera Labs (ALAB), signaling continued confidence in the company's stock performance.

Adobe's stock experienced a decline even after Stifel raised its price target for the company, ahead of its upcoming earnings report.

Goldman Sachs and Stifel have both reduced their price targets for Accenture (ACN) in anticipation of the company's upcoming earnings report.

Stifel provided its perspective on nLight (LASR) following a meeting with the company's executives. The report likely covers Stifel's updated analysis and outlook for nLight's business.

Stifel has maintained its bullish stance on Equinox Gold Corp. (EQX) and has raised its price target for the company's stock.

Stifel has increased its price target for Palo Alto Networks, indicating a positive outlook for the cybersecurity company. The article explains the reasons behind this revised target.

Stifel has reached a settlement in a legal case involving structured notes. This resolution concludes the dispute, the details of which are expected to be outlined in the settlement agreement.

Stifel has issued a cautious outlook on Microsoft Corporation (MSFT), a top tech stock held in Louis Navellier's portfolio.

Stifel has reiterated its bullish outlook on Tango Therapeutics (TNGX), signaling continued confidence in the company's prospects.

Investment firm Stifel has upgraded Shake Shack's stock from hold to buy, noting that the fast-casual chain's shares are currently at their cheapest in years.

Stifel Financial Corp. has announced dividend declarations for several series of its preferred shares. These include dividends of $0.3828 for DEP RP SHS PFD Cpr, $0.3906 for 6.25 DPSHS PFD B, and $0.2813 for 4.50% DEP PFD D.

Stifel has adjusted its price target for Meta Platforms (META) downwards but continues to recommend a "Buy" rating for the stock. This indicates a revised valuation while still seeing long-term potential for the social media giant.

Stifel analysts have maintained their "Buy" rating on Monster Beverage (MNST), indicating continued confidence in the energy drink company's stock performance.

Stifel has reduced its price target for J.M. Smucker (SJM) stock, citing broader earnings pressure within the food sector.

Stifel Financial has released highlights from its first-quarter earnings call, outlining its financial results for the recent period.

Stifel analysts are closely watching Intel stock in anticipation of an event or report expected before April 23.

Stifel has increased its price target for AMD to $320, prompting speculation about the continued momentum of the AI chip market rally.

Stifel has increased its price target for MasTec, citing record high transmission surveys, prompting speculation about the infrastructure stock's potential breakout.

Stifel Nicolaus has revised its price target for International Business Machines (IBM) as the company approaches its upcoming earnings report.

Citi has cut its target for Medtronic (MDT), while Stifel has lowered its outlook for the company, following the recent MiniMed IPO.

Investment firm Stifel has upgraded a semiconductor maker to a 'buy' rating from 'hold', citing the ongoing boom in AI data center development as a key growth driver.

Stifel analysts are evaluating Viridian's prospects for market differentiation following the release of new data from Amgen, suggesting a potential path forward for the company.

Stifel has reiterated its 'Buy' rating for Hillman Solutions Corp., citing a positive outlook after the company's inaugural Investor Day event.

Stifel has reiterated its 'Hold' rating on Lucid (LCID) shares following the company's recent Investor Day event.

Stifel announced a 12% growth in client assets and projected a significant 30%-40% surge in its Q1 investment banking revenue.

Nkarta has filed a $350 million shelf offering and announced plans for a $100 million at-the-market (ATM) stock sale through Stifel.

Intuitive Machines (LUNR) shares surged by 13.9% after Stifel upgraded its price target for the company.

Stifel has upgraded its rating for Ichor Holdings (ICHR) stock from 'Hold' to 'Buy', indicating increased confidence in its performance.

Coherent's stock climbed after the company reinforced its critical position in the build-out of AI data centers during the OFC conference, according to Stifel.

Stifel has reportedly lowered its price target for Oracle Corporation (ORCL), signaling a revised outlook for the technology company's stock performance.

Stifel has lowered its price target on Eos Energy Enterprises, Inc. (EOSE) while maintaining a Buy rating on the stock.

Melius Research and Stifel have both downgraded Microsoft Corporation's stock rating to 'Hold', signaling a more cautious outlook on the tech giant.

Stifel has lowered its price target for Docebo to $28 from $34.

Stifel has reduced its price target for Credo (CRDO), even as the company engages in a collaboration with Tensorwave on AI infrastructure, indicating a cautious outlook.

Several companies, including Oneok, Workday, Clearway Energy, MongoDB, Ferguson, and Kiniksa, have received updated price targets from various financial institutions.

Stifel predicts that the ongoing shift of investments from growth stocks to value names could negatively impact overall S&P 500 returns in the long term.

Several financial firms have raised their price targets for individual companies, including Diebold Nixdorf, SharkNinja, The Williams Companies, and FedEx, indicating positive outlooks for these stocks.

Stifel views the current downtime as an opportune moment for investors to acquire shares in Hinge Health, Inc.

Several financial institutions, including Stifel, Scotiabank, and Jefferies, have issued updated price targets and ratings for various companies. These reports reflect analysts' current outlooks on stock performance and investment recommendations.

Investment firms Stifel and Guggenheim have maintained their bullish outlook on Alumis, indicating continued confidence in the company's performance and future growth. Their positive ratings suggest a favorable market view.

Stifel has reaffirmed its 'Buy' rating for Fermi (FRMI), signaling continued confidence in the company's stock.

Stifel, a financial services firm, has reiterated its bullish outlook on Credo Technology Group (CRDO), providing reasons for its continued positive assessment of the company's stock.

Stifel analysts have described the terms of Micron's new supply agreements as 'exceptional'.

Investment firm Stifel has initiated coverage of BlackBerry with a 'buy' rating, citing the company's transformation into a 'mission critical' player in the tech industry. This positive outlook suggests confidence in BlackBerry's future prospects.

MGM Resorts International has received a ratings cut from Stifel, attributed to ongoing uncertainty surrounding a potential takeover of the company.

Stifel has reaffirmed its 'Buy' rating for Adobe (ADBE) stock, indicating continued confidence in the company's financial performance and market position.

Stifel analysts view Cadence Design's recent agreement with Intel's foundry as an incrementally positive development for the electronic design automation (EDA) firm.

Aclaris Therapeutics, Inc. is identified as a top penny stock in investors' portfolios, with Stifel expressing a bullish outlook on the company's prospects.

MaxLinear is in focus after Stifel increased its price target for the company, noting that its 'growth story picks up speed.' This indicates a positive outlook from the financial firm regarding MaxLinear's future performance.

Stifel is assessing Inspire Medical's stock performance after the company issued a surprising guidance cut that impacted Wall Street expectations.

Stifel has increased its price target for Marvell Technology (MRVL) stock, suggesting a more favorable forecast for its share value.

Investment analysts have increased their price targets for leading cybersecurity companies, including Palo Alto Networks and CrowdStrike. These adjustments come ahead of upcoming quarterly results, signaling a bullish outlook for the sector.

Analog Devices is reportedly taking advantage of favorable 'analog tailwinds' as it approaches its Q2 earnings report, according to analysis from Stifel.

Stifel has reiterated its bullish outlook on Starbucks Corporation (SBUX), signaling confidence in the coffee giant's future performance.

Investment firms Baird and Stifel have increased their price targets for Tetra Tech (TTEK) and MasTec (MTZ) respectively. These adjustments reflect updated financial outlooks and analyst confidence in the companies' performance.

Stifel has reaffirmed its "Buy" rating on Comfort Systems (FIX) following the release of the company's first-quarter financial results.

Angel Oak Financial Strategies Income Term has declared a dividend of $0.115, while Stifel Financial announced a dividend of $0.34. Both companies have made their latest dividend declarations.

Stifel has increased its price target for Microsoft (MSFT) stock while keeping a "Hold" rating. This indicates an updated valuation for the tech giant, suggesting a stable but not aggressively bullish outlook.

Stifel has lowered its price target for United Parcel Service (UPS) stock in anticipation of the company's upcoming first-quarter results.

Stifel and Oppenheimer have both raised their price targets for Marvell Technology (MRVL). The revisions are driven by a bullish outlook on the company's prospects in artificial intelligence.

Stifel Financial Corp. has published a summary of its first-quarter 2026 earnings call. The summary provides key insights into the company's financial performance and strategic updates.

Stifel has increased its price target for AMD stock by 14%, indicating a positive outlook for the semiconductor company's shares.

Stifel has reduced its price target for Genius Sports Ltd. (GENI) from $7 to $5, reflecting a revised outlook for the company's stock performance.

While Wall Street generally maintains a bullish outlook on Alphabet Inc. (GOOGL), Stifel has adjusted its price target downwards, prompting questions about the reasons behind the revision.

Stifel Financial Corp. (SF) reported that concerns surrounding artificial intelligence negatively impacted its performance during the first quarter of the year.

Analysts are offering their insights and perspectives on financial companies including BayCom (BCML), Stifel Financial (SF), and Northern (NTRS).

Stifel maintains a bullish outlook on ServiceNow (NOW) as the company works to rebuild its backlog after a strong performance at the end of the year.

Inhibrx shares gained value after Stifel analysts issued a new 'Buy' rating for the company, based on the performance of its lead assets.

Investment firms Stifel and Jefferies have both raised their price targets for Tango Therapeutics (TNGX) stock, signaling positive outlooks for the company.

Stifel reiterates its 'Buy' rating for Salesforce (CRM) stock after holding meetings with the company's executives, indicating continued confidence in its performance.

Stifel analysts suggest that Norwegian's conservative financial guidance should not deter investors.

Stifel has reiterated its 'Hold' rating on Revvity (RVTY), indicating a neutral stance on the company's stock performance for investors.

A court has upheld a $133 million award issued by the Financial Industry Regulatory Authority (FINRA) against Stifel.

Investment firm Stifel has upgraded an auto services stock to "buy" from "hold," asserting that investor worries regarding higher oil prices are exaggerated.

Following its fourth-quarter earnings report, Figma (FIG) has seen its price targets lowered by analysts at Stifel and Morgan Stanley.

Lumentum shares surged after the company announced a long-term quarterly revenue run rate of $2 billion at the OFC conference, according to Stifel.

Stifel analysts report on the partnership between Marvell and Mojo Vision, suggesting it will intensify competition in the micro-LED optics market.

Several financial firms have updated their ratings and price targets for a range of companies, including WesBanco, Bank OZK, LyondellBasell, W. P. Carey, Citizens Financial, Enbridge, Realty Income, Dominion Energy, Prudential Financial, Best Buy, Campbell's, Global Partners, Innovative Industrial Properties, and National Storage Affiliates, reflecting new coverage, earnings reviews, and market outlooks.

Stifel and Bernstein have reiterated their bullish ratings on Datadog, Inc. (DDOG) following the company's recent Investor Day event.

Stifel has reduced its target price on DNOW Inc. (DNOW) to $16, citing risks associated with its ERP system.

Rivian (RIVN) announced its Q4 2025 results, showcasing strong pre-production performance for its R2 model, prompting Stifel to raise its price target.

Stifel has identified supply constraints within Microsoft Corporation's Azure cloud computing division as a significant headwind for its near-term growth.

Several financial institutions have updated their price targets for a range of companies, including CytomX Therapeutics, Upwork, Coursera, Tripadvisor, and The Wendy's Company, while maintaining various ratings.

Stifel has downgraded Allied Gold Corporation (AAUC) to a 'Hold' rating, setting a C$44 price target for the company's stock.

Stifel has announced a reduction in its price target for Boston Scientific Corporation (BSX), with the reasons for this adjustment being outlined.

Stifel has adjusted its price targets for Microsoft, lowering it while maintaining a 'Hold' rating, and raising its price target for Analog Devices, keeping a 'Buy' rating. These changes reflect updated analyst perspectives on the tech companies.

Stifel has reiterated its support for Cooper Companies as discussions regarding the potential sale of CooperSurgical continue to advance.

Stifel has raised its price target for Patterson-UTI Energy following the company's improved guidance for the second quarter.

Stifel has increased its price target for Cadence Design (CDNS) following the company's partnership with Intel Foundry.

ORIC Pharmaceuticals saw its stock gain after Stifel resumed its coverage with a 'Buy' rating, anticipating an upcoming readout from Pfizer.

Samsara has raised its financial guidance, while Stifel increased Marvell's price target, both driven by the ongoing boom in the data center industry. These adjustments reflect strong performance and optimism within the sector.

Piper Sandler and Stifel have updated their price targets for Figma, reflecting the company's strong revenue growth and increasing adoption of its AI-powered products.

Align Technology has announced record shipments of its aligner products, leading Stifel to maintain a bullish rating on the stock with a $210 target.

Marvell Technology is gaining attention after Stifel increased its price target for the company, anticipating a 'beat-and-raise' performance.

Analysts are publishing previews and adjusting price targets for various companies, including AEVEX Corp., Star Bulk Carriers, Nordson, and CrowdStrike, as they anticipate upcoming quarterly earnings reports.

Investment firms Stifel and Bank of America have issued bullish ratings for Coherent Corp. (COHR) and MKS Inc. (MKSI) respectively.

Western Midstream has received a raised rating from Stifel due to a strong start to 2026 and projected growth into 2027. Separately, Innodata's stock soared 90% following a strong first quarter, leading the company to raise its 2026 outlook.

Stifel analysts see potential upside for FirstService Corporation (FSV) even as the company faces near-term segment pressures.

Investment firms Stifel and Jefferies have expressed support for Altria (MO), highlighting the company's pricing strength and robust growth strategy. Their backing underscores confidence in the tobacco giant's market approach.

Stifel has increased its price target for Spire Global (SPIR), driven by expectations of strong core growth for the company.

Stifel has reduced its price target for General Mills (GIS) stock, anticipating slower sales growth for the company in the near future.

Stifel reports that Endeavour Mining's Assafou study suggests the potential for reduced costs and long-term growth, positively impacting the company's outlook.

Stifel has reaffirmed its Buy rating for GFL Environmental (GFL), signaling continued confidence in the waste management company's stock performance.

The CEO of Stifel has shared thoughts on the potential and challenges of artificial intelligence, coinciding with the company's reported jump in first-quarter revenue.

Stifel has adjusted its price target for Advanced Micro Devices (AMD) for the remainder of 2026, reflecting updated market expectations for the semiconductor company.

Investment firm Stifel has increased its price targets for semiconductor giants Intel, AMD, and Lattice. These adjustments come as the companies prepare to release their latest earnings reports.

Stifel has upgraded Onto Innovation to a 'Buy' rating with a significantly increased price target, prompting questions about whether the market overlooked a key semiconductor signal.

Stifel and Citi have adjusted their targets for Pentair (PNR) downwards, citing limited catalysts ahead of the company's upcoming first-quarter earnings report.

Stifel provides its opinion on the buyout offer price for Papa John’s International Inc (PZZA), evaluating the proposed valuation.

Stifel has set a $250 price target for Texas Instruments, leading to discussions among investors about the potential for growth for the semiconductor giant.

Stifel has lowered its price target for Medtronic (MDT) to $95, attributing the adjustment to the anticipated effects of the MiniMed IPO.

Stifel has adopted a more cautious outlook on ServiceNow, even while maintaining its buy rating for the company's stock.

Stifel has reduced its price target for ServiceNow, citing concerns over weaker federal spending as the primary reason for the adjustment.

Stifel has raised its price target for Insmed Incorporated (INSM) from $205 to $208, outlining the reasons for the adjustment.

Stifel has lowered its price target on Builders FirstSource (BLDR), indicating a revised outlook for the company's stock performance.

Stifel has highlighted Marvell Technology's collaboration with Mojo Vision on optical interconnects, signaling a significant development in the tech sector.

Stifel has increased its price target for Cohu (COHU) stock to $34, indicating a more optimistic valuation.

Stifel has downgraded its rating on The Trade Desk following an audit by Publicis that revealed a breach of their agreement.

Stifel has adjusted its price target for Carnival Corporation & plc (CCL) downwards while reiterating a 'Buy' rating on the cruise line company's stock.

Stifel has increased its price target for VSE Corporation (VSEC) to $260, while reiterating a 'Buy' rating on the stock.

Stifel analysts continue to hold a bullish stance on Gildan Activewear (GIL) stock.

Stifel has raised its price target for Chatham Lodging from $8.75 to $10.

Cadence Design Systems, Inc. (CDNS) reported Q4 results that surpassed both revenue and EPS expectations, leading Stifel to reaffirm its 'Buy' rating.

Multiple financial institutions have updated their ratings and price targets for various companies, including Wells Fargo raising Globe Life (GL) target, Bank of America downgrading Fox (FOX), KeyBanc raising Zoom (ZM) target, H.C. Wainwright raising United Therapeutics (UTHR) target, Bernstein upgrading Newmont (NEM), analysts maintaining a hold on PepsiCo (PEP), Truist raising BILL Holdings (BILL) target, Barclays reiterating a buy on Charles Schwab (SCHW), Barclays upgrading Etsy (ETSY) and Truist raising its target, Goldman Sachs cutting Pinterest (PINS) target and RBC downgrading shares, Wells Fargo maintaining a hold on Hewlett Packard Enterprise (HPE), UBS upgrading Southwest Airlines (LUV), Stifel raising Triple Flag Precious Metals (TFPM) target, Barclays raising Phillips 66 (PSX) target, and Veritas downgrading Suncor Energy (SU).

Citi and Stifel maintain a bullish outlook on Olema (OLMA) even after the departure of its Chief Operating Officer.

Stifel analysts believe that the recent decline in Fulcrum Therapeutics' stock price is 'overdone,' suggesting an overreaction by the market.

Several travel and leisure companies, including Lindblad Expeditions, MakeMyTrip, Royal Caribbean, Travel + Leisure, Norwegian Cruise Line, Expedia, and Booking Holdings, have received updated price targets and ratings from various financial analysts.

EssilorLuxottica Logs Worst Week In Nearly Four Years As Apple Eyes AI Smart Glasses Shares of EssilorLuxottica SA are on track for their worst weekly decline in nearly four years, as competition in the smart-glasses market intensified this week following reports that Apple plans to launch AI-powered smart glasses in 2027. EssilorLuxottica manufactures the smart glasses that Meta sells under the Ray-Ban partnership. These glasses are in the sub-$500 category, which proves that affordability wins. Meta nailed that sweet spot in pricing, while Tim Cook's $3,500 Vision Pro has been an epic bust and failed to achieve mass adoption. It's not just Apple. Citigroup analyst Veronika Dubajova noted this week that her team "expects a number of competitive launches in the smart eyewear market over the next 12 to 24 months." Bloomberg-tracked Wall Street analyst ratings show no meaningful wave of downgrades following this week's Apple news, with roughly 93% of covering analysts maintaining a "Buy" recommendation. Stifel analyst Cedric Rossi said that the entry of Apple and Google into the smart-glasses market represents more of a catalyst than a threat. "Their presence should accelerate consumer awareness and expand the total addressable market," he told clients earlier this week, adding that EssilorLuxottica "retains several key competitive advantages." Shares of EssilorLuxottica in Paris are down about 10% this week, marking their largest weekly decline since the first week of March 2022. From the 2025 peak, shares are down 26%. Goldman analyst Jerry Shen recently published a detailed view of the AI and AR glasses supply chain, breaking it down by the companies that supply the critical components behind these devices (see report). Tim Cook blew it with Vision Pro ... Meta takes the win. Apple has to focus on affordability ... Tyler Durden Fri, 02/20/2026 - 08:20

Several tech companies, including Micron, Palo Alto Networks, Marvell, and Cloudflare, are drawing investor and analyst attention due to upcoming earnings reports, specific market dynamics like DRAM shortages, and recent business developments.